QUAD CITY ESTATE PLANNING COUNCIL

Please join us for an informative talk on South Dakota Trusts and find out everything you ever wanted to know about them!  Scott is a native Quad Citian and is newly admitted to practice law in the State of South Dakota.

Dinner will be served and cash bar is available.  

Scott's practice focuses primarily on estate tax planning and business succession matters for ultra high net worth families, with the majority between $25MM - $500MM+.   

Scott’s early and extensive experience at a Tier 1 nationally ranked law firm in Chicago as well as in his current role as a leader of the trusts and estates group at Duggan Bertsch has provided him with the expertise necessary to navigate complex estate tax matters, difficult business succession matters and the interactions therefrom in all types of corporate transactional (M&A) and family business dispute matters.  

The majority of Scott's clients have significant estate tax exposures from multi-generational wealth (primarily for medium and large closely owned family businesses across the spectrum of manufacturing, construction, real estate, agriculture, technology, etc.) as well as corporate executives and all other families who need sophisticated estate tax expertise.

In addition to his law degree, Scott is a Certified Public Accountant (CPA) and received his post-doctorate Masters in Taxation (LL.M.) from Northwestern. 

Scott is one of the five owners of Duggan Bertsch, roughly a 100 person law firm that is focused on representing private clients in the areas of estate tax, business succession and general family office representation.

While Scott resides with his family in West Des Moines, Iowa, his team of roughly 10 attorneys and 5 paralegals primarily practice out of the Chicago office of Duggan Bertsch.

*The Supreme Court of Illinois does not recognize specialties in the practice of law.